Ipsen Advisor Group’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Sell	3,075 -110	-3%	-$7.78K	0.17%	95
2025 Q1	$228K	Sell	3,185 -103	-3%	-$7.38K	0.2%	87
2024 Q4	$205K	Buy	+3,288	New	+$205K	0.17%	93
2022 Q4	$246K	Buy	+3,861	New	+$246K	0.28%	89